5550 W. Executive Dr., Suite 500
Tampa, Florida 33609
phone: (813) 273-9416
fax: (813) 229-8874
(Map)
Will Cassidy
Will Cassidy is a Producer of Thomas Financial Group. He joined the firm in 2007. Will focuses on estate planning and wealth transfer for high net-worth individuals and firms, as well as business continuation and executive benefits for both the public and private sectors.
The Million Dollar Round Table recognizes Will within the industry as among the top licensed professionals. Will is an active member in professional industry associations, including the Tampa Association of Insurance and Financial Advisors (TAIFA), Association for Advanced Life Underwriting (AALU), and the National Association of Insurance and Financial Advisors (NAIFA).
Will has been an active volunteer for the Salvation Army and SHARE Florida Food Network. He is also a member of The Tampa Exchange Club, Tampa Connection, and Palma Ceia Presbyterian Church.
Will is a graduate of The University of the South where he earned a Bachelor of Arts degree in History in 1994. He received his Masters of Business Administration degree from The University of South Florida in 2006. Will and his wife Annesley have three daughters.
Thomas Financial Group and their agents are presently licensed to sell traditional life insurance in
AL, AZ, CA, FL, IL, IN, MI, MD, PA, DC, DE, MA, MD, MN, MS, NC, NJ, NY, OR, OH, SC, TN, TX, VT, VA and WA.
Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance service.
This site is not intended as an offer to sell securities, which may be done only after proper delivery of a propectus and a client suitability review.
Proper state registration is mandatory prior to conducting business in any state.
Securities offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA / SIPC.
Thomas Financial Group is owned and operated independently from M Holdings Securities, Inc. Thomas Financial Group is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.